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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

1,059 hedge funds and large institutions have $20B invested in iShares MSCI USA Min Vol Factor ETF in 2022 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 410 increasing their positions, 415 reducing their positions, and 83 closing their positions.

Holders
1,059
Holders Change
-28
Holders Change %
-2.58%
% of All Funds
18.31%
Holding in Top 10
146
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+5.8%
% of All Funds
2.52%
New
69
Increased
410
Reduced
415
Closed
83
Calls
$2.23M
Puts
$212K
Net Calls
+$2.02M
Net Calls Change
+$217K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.69B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.65B
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$325M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.26B
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$255M

Top Sellers

1
AC
1
Allstate Corporation
Illinois
$94.5M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$0
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$498K
5
HI
5
Horizon Investments
North Carolina
$38.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$2.69B 40,753,789 +19,454,269 +91%
RJA
2
Raymond James & Associates
Florida
$2.1B 31,722,146 +3,852 +0%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.65B 25,017,562 +12,316,375 +97%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.26B 19,022,735 +4,418,581 +30%
Morgan Stanley
5
Morgan Stanley
New York
$963M 14,561,774 +485,857 +3%
BlackRock
6
BlackRock
New York
$859M 12,988,250 +1,917,457 +17%
LPL Financial
7
LPL Financial
California
$523M 7,914,605 +341,853 +5%
Ameriprise
8
Ameriprise
Minnesota
$329M 4,973,484 -47,522 -0.9%
FCBT
9
First Citizens Bank & Trust
North Carolina
$325M 4,918,128 +4,918,128 New
UBS Group
10
UBS Group
Switzerland
$321M 4,860,117 -121,674 -2%
Wells Fargo
11
Wells Fargo
California
$316M 4,787,295 -38,879 -0.8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$311M 4,698,770 -17,737 -0.4%
Osaic Holdings
13
Osaic Holdings
Arizona
$305M 4,610,616 +2,058,704 +81%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$255M 3,858,878 +3,450,227 +844%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$255M 3,850,642 -14,371 -0.4%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$244M 3,693,249 +454,577 +14%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$203M 3,069,483 -47,227 -2%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$198M 2,995,099 +23,435 +0.8%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$197M 2,985,212 -16,322 -0.5%
SEI Investments
20
SEI Investments
Pennsylvania
$191M 2,887,996 -22,267 -0.8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$135M 2,049,299 -22,693 -1%
BCM
22
Brookstone Capital Management
Illinois
$126M 1,914,516 +204,171 +12%
US Bancorp
23
US Bancorp
Minnesota
$124M 1,877,327 -33,901 -2%
Allianz Asset Management
24
Allianz Asset Management
Germany
$122M 1,845,617 +530,080 +40%
SG Americas Securities
25
SG Americas Securities
New York
$118M 1,777,918 +1,777,918 New
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